國壽(02628.HK):內險行業仍有很大增長空間 對未來發展充滿信心
中國人壽(02628.HK)已公佈上半年業績。董事長白濤在發佈會上表示,上半年保險業呈恢復性增長態勢。整體來看,上半年保費增速是下半年的1.7倍,而且上半年壽險需求已比較充分地釋放,所以短期來看,下半年的行業增速會有回調,但全年情況肯定會好於去年,而長期的利好趨勢將會維持。他又認爲,中國的保險行業仍有很大增長空間,因爲中國經濟長期向好的基本面不變,而且從歷史數據來看,當人均GDP突破一萬美元的時候,保險行業會進入高速發展的區間,因此對未來行業發展充滿信心。
中國人壽副總裁劉暉指,近日A股市場有一定幅度的向下調整,當前的估值水平已經明顯低於歷史均值,相信隨着下半年經濟增長及相關政策出臺,A股市場整體機會將大於風險,並具備長期投資價值。她提到,集團將持續發揮好資產負債匹配原則,充分發揮好固收利率的補倉價值,同時重視權益資產對於提升收益的重要作用。
對於遠洋集團(03377.HK)存在違債風險,集團作爲其主要股東,副總裁、董事會祕書趙國棟表示,公司高度關注遠洋集團經營情況和近期面臨的風險狀況。他強調集團持有的遠洋集團股份屬財務性投資,項目對公司整體的投資資產影響可控。
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